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Portfolio (Quarterly) Guide ↗

Kathmere Capital Management, LLC

· CIK 0001794543
13F Portfolio $1.9B AUM 680 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 158 New 352 Added 131 Reduced 52 Exited
Page 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHE SCHWAB STRATEGIC TR 99,483.0 $3.6M 0.19% -6K -5.7% $36.26 +1.2%
22 BTI BRITISH AMERN TOB PLC Consumer Defensive 57,938.0 $3.6M 0.19% -13K -18.7% $61.76 -9.2%
23 GILD GILEAD SCIENCES INC Healthcare 26,787.0 $3.4M 0.18% -1K -5.2% $126.34 +17.6%
24 BUFB INNOVATOR ETFS TRUST 80,399.0 $3.2M 0.17% -3K -3.3% $39.31 +2.4%
25 FNDF SCHWAB STRATEGIC TR 57,755.0 $3.0M 0.16% -735.0 -1.3% $52.76 +4.7%
26 PXH INVESCO EXCH TRADED FD TR II 108,673.0 $3.0M 0.16% -4K -3.2% $27.88 +4.3%
27 SLQD ISHARES TR 56,764.0 $2.9M 0.15% -37K -39.6% $50.37 -0.4%
28 VXUS VANGUARD STAR FDS 33,219.0 $2.8M 0.15% -866.0 -2.5% $85.49 +1.7%
29 PEP PEPSICO INC Consumer Defensive 19,421.0 $2.6M 0.14% -2K -8.1% $135.40 +5.4%
30 BSMR INVESCO EXCH TRD SLF IDX FD 105,642.0 $2.5M 0.13% -20K -16.2% $23.64 +0.1%
31 JBBB JANUS DETROIT STR TR 49,324.0 $2.3M 0.12% -6K -11.4% $47.35 +0.3%
32 FLBL FRANKLIN TEMPLETON ETF TR 101,413.0 $2.3M 0.12% -12K -10.5% $22.92 +0.7%
33 GSIE GOLDMAN SACHS ETF TR 50,779.0 $2.3M 0.12% -3K -4.8% $45.70 +4.9%
34 IXUS ISHARES TR 23,521.0 $2.2M 0.12% -595.0 -2.5% $95.44 +1.7%
35 PTLC PACER FDS TR 34,919.0 $2.0M 0.11% -1K -2.9% $58.26 +2.9%
36 WM WASTE MGMT INC DEL Industrials 8,854.0 $2.0M 0.10% -73.0 -0.8% $222.88 +1.1%
37 SHW SHERWIN WILLIAMS CO Basic Materials 4,631.0 $1.6M 0.08% -83.0 -1.8% $344.30 +2.6%
38 AFL AFLAC INC Financial Services 13,452.0 $1.6M 0.08% -1K -8.2% $117.25 -0.9%
39 PXF INVESCO EXCH TRADED FD TR II 19,670.0 $1.5M 0.08% -948.0 -4.6% $75.64 +4.3%
40 JMST J P MORGAN EXCHANGE TRADED F 28,980.0 $1.5M 0.08% -3K -10.3% $51.00 -0.2%
Page 2 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 19.5%
Healthcare 10.5%
Industrials 9.3%
Consumer Cyclical 8.4%
Communication Services 7.6%
Consumer Defensive 7.4%
Energy 3.9%
Basic Materials 2.9%
Utilities 1.3%